There are a variety of reasons why a subscriber may need to be moved to a new subscription product. This guide will walk you through on how to adjust individual subscribers or a group of subscribers.
These changes won't go into effect until after the subscriber's next renewal.
Individual Action
1. Navigate to the Subscription Detail page of the subscription you would like to update.
2. Select 'Actions' then 'Change Product' in the top right corner.
3. Select the new product, variants and terms you would like this subscriber to be subscribed to.
4. Confirm that all the changes you just made are exactly what you want. You may also choose to notify the customer about the change.
That's it! When your subscriber renews they will renew with a different product.
Group Action
To move many subscribers at once:
- On Subscriptions, filter or search to the subscribers you want to move.
- Click Action, and choose Change Product Or Price… from the menu.
- Pick each group’s new product, size, term, and price, then the date and the email, and review every subscriber before you schedule it.
See Changing the Product or Price for Many Subscribers for each step.
FAQ
1. My subscriber has a 6 month prepay. If I change their product will it change the product for all of their existing shipments that haven't gone out yet?
If you change your subscriber from one product to a completely different product, that change will not go into effect until the subscriber renews. The main reason for this is most of the time the products are different prices and trying to make sure the subscriber has paid the correct amount is difficult for you and the subscriber. This makes sure that the subscriber is paying the right amount and will have the new product they want when they're up for renewal.
If you change your subscriber from one variant to another variant (so the product stays the same) that update will have an immediate impact on the subscription and any outstanding shipments.
A bulk change works differently: in its third step, you choose whether unshipped shipments scheduled on or after its date get the new product.